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Cycles and Sickles

  In addition to wishing you a Happy New Year, we want to talk here about doing smart things on your account. Everyone wants their portfolio to go up.  That part of our job description is simply enumerating fair expectations on your behalf.  Because we are Registered Investment Advisor under the Investment Act of 1940, our fiduciary duty to you is to act solely in your best interest to determine the best way to deliver on that expectation.  That’s our deal,…

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